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Dana Joe Grigg

Camelotta Advisors

San Francisco, CA

San Francisco, CA

Seattle, WA

CRD 4705924

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Employer firm

Camelotta Advisors CRD 128053

$235M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Camelotta Advisors

100 Bush St. Suite 511, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-07-25
TX RA APPROVED 2013-09-30
CA RA APPROVED 2004-04-05
  • WA RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED
    Since 2013-09-30
  • CA RA
    APPROVED
    Since 2004-04-05

Branch Locations

100 Bush St. Suite 511, San Francisco, CA 94104 • United States

100 Bush St Ste 511, San Francisco, CA 94104 • United States

2120 1St Ave. N Suite 312, Seattle, WA 98109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Camelotta Advisors Austin TX 10/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-12
  • S65 Uniform Investment Adviser Law Examination
    2004-01-12

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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